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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.46M
3
+$7.09M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.1M

Top Sells

1
+$5.01M
2
+$4.13M
3
+$3.75M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.85M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.69M

Sector Composition

1 Technology 6.63%
2 Healthcare 4.26%
3 Financials 3.99%
4 Industrials 3.91%
5 Consumer Discretionary 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$1K ﹤0.01%
+5
1902
$1K ﹤0.01%
+30
1903
$1K ﹤0.01%
223
1904
$1K ﹤0.01%
+12
1905
$1K ﹤0.01%
22
1906
$1K ﹤0.01%
9
1907
$1K ﹤0.01%
20
1908
$1K ﹤0.01%
22
1909
$1K ﹤0.01%
+2
1910
$1K ﹤0.01%
200
1911
$1K ﹤0.01%
10
-677
1912
$1K ﹤0.01%
45
1913
$1K ﹤0.01%
42
1914
$1K ﹤0.01%
+15
1915
$1K ﹤0.01%
+5
1916
$1K ﹤0.01%
195
1917
$1K ﹤0.01%
+70
1918
$1K ﹤0.01%
29
1919
$1K ﹤0.01%
23
1920
$1K ﹤0.01%
15
1921
$1K ﹤0.01%
+21
1922
$1K ﹤0.01%
60
1923
$1K ﹤0.01%
+15
1924
$1K ﹤0.01%
47
1925
$1K ﹤0.01%
+10
75 76
77
78 79